Singapore Market 2026 Outlook: From Sentiment-Led Gains to a Policy-Driven Structural Re-rating The Singapore equity market enters 2026 riding a wave of unprecedented momentum. In 2025, the $Straits Times Index(STI.SI)$ defied global volatility to deliver a stellar total return of over 22%, ending the year at record highs above the 4,650 level. This performance was potentially underpinned by a robust electronics upcycle, a "safe haven" rotation amid global trade tensions, and the initial anticipation of sweeping market reforms. As we look toward 2026, the narrative is shifting. Market focus is transitioning from a sentiment-driven recovery to the tangible execution of structural "Institutional Div
CES 2026 New Chips Make a Splash! How Will the Big Leap Reshape the Manufacturing Ecosystem? The chip layouts of companies like NVIDIA and AMD at the CES conference, along with TSMC's tight 2nm production capacity, have widely benefited chip equipment manufacturers from $Applied Materials(AMAT)$ to $Tokyo Electron (8035.JP)$ . $Taiwan Semiconductor Manufacturing(TSM)$ , the largest customer of equipment manufacturers, provided guidance on October 16, 2025, for its 2025 capital expenditure at $40-42 billion, up from the previous range of $38-42 billion, raising the lower limit by $2 billion. TSMC has not yet provided
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The 2026 Space Outlook: Beyond SpaceX, What Investors Should Watch The global space economy showed fantastic growth in 2025 and is looking to continue the momentum in 2026. The expansion is being driven by a combination of technological, commercial, and geopolitical factors. Going forward, the space sector is forecasted to be valued at $1.8 trillion by 2035, according to Aranca. President Donald Trump issued an executive order entitled "Ensuring American Space Superiority" last December. The document enshrined the U.S. goal to put humans back on the moon by 2028 and defend space from weapon threats. Satellite stocks including $Planet Labs Pbc(PL)$ , $EchoStar(SATS)$ , and
Options Market Statistics | Micron Technology Up 10.02%, AI-driven memory demand surges, server DRAM prices set to rise 60-70% Index Options EST January 6, U.S. index options volume edged higher, totaling 5.14M contracts. The put/call ratio went down to 1.03. For $S&P 500(.SPX)$ options expiring on next trading session, volume distribution: put peak at 6,775, call peak at 6,985. Single Stocks Options $Micron Technology(MU)$ closed up 10.02%, with 604.30K option contracts traded; the put/call ratio declined to 0.68. Micron Technology shares surged 10% as memory stocks rallied on tight supply conditions and AI-driven dem
META's $565 Floor, AMKR's $55 Ceiling: Smart Money Option Recently, U.S. technology and semiconductor stocks have remained in the market spotlight. In the options market, $Meta Platforms, Inc.(META)$ and $Amkor Technology(AMKR)$ each saw a large new institutional position, revealing a clear set of expectations: Meta is likely to remain range-bound at elevated levels in the near term, with options flows defining downside risk around the $565 level, while after a sharp rally, institutions see a low probability of Amkor Technology breaking above $55 in the short term. META: Long-Term Bullish, but Lacking Near-Term Catalysts Recently, Meta shares have bee
Meta Is Down Nearly 20% Since August. Here's What Its Chart Says "Magnificent Seven" stock $Meta Platforms, Inc.(META)$ has fallen nearly 20% since hitting an all-time high in August, and has also trailed the $S&P 500(.SPX)$ in various timeframes from three months to one year. Let's see what its chart and fundamental analysis can show us. Meta's Fundamental Analysis Meta has been struggling of late, with some on Wall Street wondering if the company – which owns Facebook and Instagram – got ahead of itself as far as capex spending on artificial intelligence is concerned. For instance, word emerged last week META is pa
Nvidia Sees Biggest Short Volume, AMD's Slips, Chevron's, NuScale's Rise $NVIDIA(NVDA)$ attracted the biggest trading in borrowed shares that were sold short before CEO Jensen Huang said its much-awaited its Rubin data center processors are now in production, helping send shares rising in Tuesday. Short volume rose almost 15% to 15.5 million shares Monday, the most among stocks with a market capital of more than $5 billion tracked by moomoo. That represented about 8.45% of the total number of shares that changed hands that day, when the stock slipped 0.4%. The market leader in advanced chips that power artificial intelligence has seen a slow start to the year, compared with the smaller members
Storage Stocks Are on Fire: What Matters After the Pop Storage names had a classic "one keynote, many tickers" day. On January 6, 2026, $SanDisk Corp.(SNDK)$ surged about 27%, $Western Digital(WDC)$ jumped about 16.8%, and $Seagate Technology PLC(STX)$ gained about 14%, with investors explicitly linking the move to $NVIDIA(NVDA)$ 's CES messaging on long context inference and storage. Why storage stocks ripped The core idea is simple and very investable sounding: as context windows stretch from thousands to mi
Options Market Statistics: JPMorgan Rises 2.6% Leading Bank Rally $NVIDIA(NVDA)$ ranked second with a neutral put/call ratio of 0.49 and a low IV rank of 15.74%, indicating subdued volatility expectations as volume reached 1.75 million contracts versus 17.11 million in open interest. Shares slipped 0.4% during the session. CEO Jensen Huang delivered a CES keynote in Las Vegas, unveiling the new Vera Rubin AI server system, which is slated for sales starting in the second half of this year. $Tesla Motors(TSLA)$ led overall volume with a neutral put/call ratio of 0.65 and a low IV rank of 10.48%, suggesting balanced positi
AI Giants' Revenue Growth is Accelerating, Not Slowing Down. Here's Why Most AI giants except NVIDIA are expected to see accelerating rather than decelerating performance, according to Bloomberg consensus estimates. The growth rates of the five sample companies that we selected remain in expansion territory after bottoming out in 2023. NVIDIA's fiscal year 2026 corresponds to the calendar year 2025. The growth rate of FY 2026 is expected to be 63.4%, and even if it slows down next year, it will still be at least 50% or higher. Broadcom's market-expected revenue growth is expected to rise from over 20% to 49%. In the large-cap cloud market, Amazon's cloud growth in 2026 is expected to break the 20% threshold, while Google Cloud is expected to accelerate from 32.1% to 33%. Microsoft's
CES 2026: Three Things to Watch for the Chip Giants CES has historically been the main stage for consumer electronics, where investors showed up for new TVs, shiny gadgets, and the annual refresh cycle in PCs and gaming hardware. That is still part of the show, but the center of gravity has been shifting. As AI features spread from the cloud into everyday devices, CES has been getting more AI dense each year. The market used to watch Nvidia, AMD, and Intel at CES mainly for the next round of consumer hardware. Now the bigger question is what their AI roadmaps mean for performance per watt, software ecosystems, and real user adoption in 2026. Nvidia: what the market wants to hear $NVIDIA(NVDA)$ 's CES mome
Geopolitics Fade, Policy Decides: The Fed and AI Narrative Take Center Stage As the holiday lull fades, the "Santa Rally" euphoria is yielding to structural reality. The S&P 500 is entering a consolidation plateau, with immediate upside appearing capped. While renewed geopolitical noise (Venezuela) lingers in the background, the primary focus has shifted: smart money is pivoting from broad index chasing to precision hunting ahead of major macro catalysts———from Trump's Fed pick to Friday's jobs data. Macro: Geopolitical Tremors & Fed Signals Focus: The Venezuela Oil Shift Political Motivation: Approaching the midterms, a tougher stance on the Maduro regime serves to consolidate and boost support among Latino voters in the US. Short Term: Supply Shock. As hidden barrels hit the publ
Options Market Statistics: TSLA Pressured by Q4 Delivery Miss,Chip Bulls Lead Market Activity $Tesla (TSLA.US)$ topped Friday's options activity leaderboard, with volume surging to 3.5 million contracts—an exceptionally high turnover relative to its total open interest of 7.45 million. The current Put/Call ratio stands at 0.80, suggesting cautious market sentiment. Despite the upward trend in volume, IV Rank remains relatively low at 11.41%. For Q4, Tesla reported 418,227 deliveries and 434,358 units produced; full-year deliveries and production reached 1.64 million and 1.65 million, respectively. Notably, the Q4 delivery figure fell short of the Wall Street consensus of approximately 426,000 units deliveries. $Advanced Micro Devices (AMD.US)$ joined the top ranks with a bullish lean, spor
Options Market Statistics: Nvidia Leads Active Options on China Sales Hopes, Tesla Braces for Q4 Delivery Data $NVIDIA(NVDA)$ topped the daily active options list with a bullish put/call ratio of 0.43 and a low IV rank of 9.72%, indicating moderate volatility expectations as volume reached 1.81 million contracts against 17.58 million in open interest. Shares declined amid concerns over intensifying competition from rival chip makers, though the prospect of resumed sales to China could signal future upside for the stock. Despite the recent dip, NVIDIA maintaining its position as a semiconductor leader. $Tesla Motors(TSLA)$ &nbs
Berkshire Hathaway Attracts Bullish Option Trade as Buffett's Successor Takes Over $Berkshire Hathaway(BRK.B)$ attracted its biggest bullish block trade in options in at least a month as investors welcomed billionaire Warren Buffett's successor, Greg Abel as the conglomerate’s new CEO. At 10:14:28 a.m. Wednesday, an active buyer paid a $1.61 million premium for call options that give their holder the right to purchase 350,000 Berkshire Class B shares at $575 over the next 168 days. That strike price is about $70 above the current stock price. The block trade is about 23X the open interest. Berkshire's shares have climbed in 23 of the past 29 years under Buffett's leadership. In announcing tha
Options Market Statistics: Meta Gains 1.1% on over $2B Manus AI Acquisition Talks $Meta Platforms, Inc.(META)$ ranked ninth with a neutral put/call ratio of 0.60 and an IV rank of 25.21%, reflecting steady trader interest as volume totaled 0.38 million contracts against 2.59 million in open interest. Shares rose 1.1% amid reports that the company is nearing a deal valued at around $2.5 billion, including retention incentives, to acquire AI startup Manus AI. $Tesla Motors(TSLA)$ led options volume with a bearish put/call ratio of 0.71 and a low IV rank of 11.80%, indicating protective sentiment as volume hit 1
From Instagram to Manus: Meta's M&A Playbook When news broke that $Meta Platforms, Inc.(META)$ is acquiring Manus (valued at $2–3B), many asked: Why? To understand the future, we have to look at the past. Meta doesn't just buy companies; it buys "defaults"—the default way we share, chat, and connect. Here is a beginner-friendly recap of Meta's strategic evolution through 5 key deals. The Mobile Pivot: Instagram (2012) ~The Deal: ~$1.0B (April 2012). ~The Context: At the time, $1B for a photo app with no revenue seemed insane. ~The Strategy: Meta wasn't buying a "photo app." They were buying the new front door to the internet: mobile-native, camera-first, and creator-driven. They took a small product, appli